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How to Restrict Access to Salary and Billing Information in PyjamaHR

Updated this week

Executive Summary

Restricting access to sensitive salary and billing information in PyjamaHR helps organizations maintain confidentiality and comply with internal data security policies. This guide explains how access to candidate salary details is controlled, why you might see changes in visibility, and how to manage permissions to ensure only authorized users can view or edit this information.

Detailed Overview

Salary and billing information is among the most sensitive data handled in recruitment workflows. PyjamaHR provides granular access controls to ensure that only users with the appropriate permissions can view or modify candidate salary details. This feature is essential for:

  • Protecting candidate privacy and company compensation data

  • Ensuring compliance with company policies and legal requirements

  • Preventing accidental or unauthorized disclosure of sensitive information

Integration with Other Features:
Salary and billing details are typically visible on candidate profiles and within job postings. Access is governed by user roles and permissions set by your organization’s PyjamaHR administrator.

Business Impact:
Properly managing access reduces the risk of data leaks, builds trust with candidates, and ensures only relevant team members can make compensation-related decisions.

Step-by-Step Guide: Managing Access to Salary and Billing Information

Prerequisites

  • You must have Admin or equivalent permissions to modify user roles or access settings.

  • Ensure you are logged into your PyjamaHR account.

Steps

  1. Navigate to the Admin Panel
    - From the main dashboard, click on your profile icon (top right).
    - Select "Admin Settings" from the dropdown menu.

  2. Access User Roles & Permissions
    - In the Admin Settings sidebar, click on "User Management" or "Roles & Permissions".
    - Locate the list of user roles (e.g., Recruiter, Hiring Manager, Admin).

  3. Review Salary/Billing Access Settings
    - Click on the role you wish to modify.
    - Look for permissions labeled "View Salary Details", "Edit Salary Information", or similar.
    - (Screenshot callout: Show where these permissions are toggled in the UI.)

  4. Restrict or Grant Access
    - To restrict access, uncheck or disable the relevant salary/billing permissions for the selected role.
    - To grant access, ensure the permission is enabled.

  5. Save Changes
    - Click "Save" or "Update Role" to apply changes.

  6. Verify Access
    - Log in as a user with the affected role (or ask a colleague) to confirm that salary details are now hidden or visible as intended.
    - (Screenshot callout: Show candidate profile with/without salary details visible.)

For Individual Users

  • If you need to restrict access for a specific user (not the whole role), assign them to a custom role with the appropriate permissions.

Advanced Usage & Best Practices

  • Regularly Audit Permissions: Periodically review who has access to salary and billing information, especially after team changes.

  • Use Least Privilege Principle: Only grant salary/billing access to users who absolutely need it (e.g., senior recruiters, HR managers).

  • Document Changes: Keep a log of permission changes for compliance and troubleshooting.

  • Integrate with Onboarding/Offboarding: Update permissions promptly when employees join or leave the organization.

Do’s:
- Do communicate changes in access to affected users.
- Do test access after making changes.

Don’ts:
- Don’t assign Admin-level permissions unless necessary.
- Don’t share screenshots of sensitive data in support tickets.

Troubleshooting & Common Issues

Issue: Salary Details Are No Longer Visible

Scenario:
A user who previously could view salary details now sees blank fields for all candidates and job postings.

Possible Causes & Solutions:
- Permissions Changed: An admin may have updated role permissions.
​ Solution: Contact your PyjamaHR admin to confirm your current role and permissions.
- Role Assignment Changed: Your user role may have been changed.
​ Solution: Check your assigned role in User Management.
- System Update: Recent updates may have reset or modified permissions.
​ Solution: Review release notes or contact support for recent changes.

What to Do:
- Take a screenshot of the issue (without sensitive data).
- Note your current role and affected job/candidate IDs.
- Contact your admin or PyjamaHR support with these details.

Recovery Procedures

  • If access was removed in error, an admin can restore permissions via the steps above.

  • If you need temporary access, request a role change from your admin.

Comprehensive FAQ

1. Why can’t I see candidate salary details anymore?
Your user role may no longer have permission to view salary information. Contact your PyjamaHR admin.

2. Who controls access to salary and billing information?
Only users with Admin permissions can modify access settings for salary and billing data.

3. Can I restrict salary access for only some users?
Yes, by assigning custom roles with specific permissions.

4. Will restricting access affect existing job postings or only new ones?
Restrictions apply to all data, past and future, based on user role permissions.

5. Can I see a log of who accessed salary information?
Audit logs may be available to Admins; check with your organization’s PyjamaHR admin.

6. What happens if I accidentally remove access for all users?
An Admin can restore permissions at any time.

7. Are salary details included in exported reports?
Only if the user exporting the report has the necessary permissions.

8. How do I know which roles have salary access?
Check the Roles & Permissions section in Admin Settings.

9. Can I customize which fields are restricted?
Field-level permissions depend on your organization’s configuration.

10. What should I do if I need temporary access?
Request a temporary role change from your PyjamaHR admin.

Related Features & Next Steps

Recommended Next Steps:
- Review all user roles for appropriate access.
- Set up regular permission audits.
- Train team members on data privacy best practices.

Still have questions?
Contact your PyjamaHR admin or reach out to PyjamaHR Support for further assistance.

Keywords: restrict salary access, billing information permissions, candidate salary details, PyjamaHR roles, user permissions, salary visibility, admin settings

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